EQTIX
Price
$17.26
Change
+$0.11 (+0.64%)
Updated
Jul 3 closing price
Net Assets
955.45M
SCCUX
Price
$11.32
Change
+$0.06 (+0.53%)
Updated
Jul 3 closing price
Net Assets
194.85M
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EQTIX vs SCCUX

Header iconEQTIX vs SCCUX Comparison
Open Charts EQTIX vs SCCUXBanner chart's image
Shelton Equity Income Investor
Price$17.26
Change+$0.11 (+0.64%)
VolumeN/A
Net Assets955.45M
Invesco Income Advantage U.S. Fund C
Price$11.32
Change+$0.06 (+0.53%)
VolumeN/A
Net Assets194.85M
EQTIX vs SCCUX Comparison Chart in %
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EQTIX vs. SCCUX commentary
Jul 06, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is EQTIX is a Buy and SCCUX is a Buy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 955M vs. SCCUX (195M). EQTIX pays higher dividends than SCCUX: EQTIX (9.36) vs SCCUX (5.42). EQTIX was incepted earlier than SCCUX: EQTIX (29 years) vs SCCUX (19 years). SCCUX (1.90) is less costly to investors than EQTIX (0.67). EQTIX is a more actively managed with annual turnover of: 74.00 vs. SCCUX (54.00). EQTIX (1000) and SCCUX (1000) have matching initial minimum investment requirements. SCCUX (11.99) and EQTIX (11.80) have marching annual gain over last year. EQTIX return over 5 years is better than : 51.80 vs. SCCUX (47.81).
EQTIXSCCUXEQTIX / SCCUX
Total Expense Ratio0.671.8836%
Annual Report Gross Expense Ratio0.671.9035%
Fund Existence29 years19 years-
Gain YTD5.1916.65478%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets955M195M490%
Annual Yield % from dividends9.365.42173%
Returns for 1 year11.8011.9998%
Returns for 3 years45.7845.95100%
Returns for 5 years51.8047.81108%
Returns for 10 years17.0548.5835%
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